Business owners
As a business owner, it can be hard to find the space to assess and manage your wider finances. We know that you’ll often find yourself wearing two hats – one for work, one for your home life – and it can be a time-consuming, juggling act! It’s tempting to leave longer-term financial matters lurking in the background until retirement, but that comes round sooner than you think. So how best to tackle it now?
That’s where we come in. We can offer a fresh perspective on your situation, and help you regain focus where things might have become unclear. You might be new to business ownership, or starting to think about life beyond it. Either way, we’ve been in your shoes! With first-hand experience of successful buyouts (two, to be exact!), we understand the complexities involved and are best placed to advise on your situation.
Above all, we can be there to take the strain – so that even during the busiest times, you can focus more on the things that matter most.
Get more from your business, and more from life
Here’s how we can help…
Gain clarity of your finances
We’ll help you see the bigger picture when it comes to your financial position – where you are now and what you want in the future.
Align business and personal goals
We’ll explore how the two can work together, particularly how they can be combined to support your goals and what you want from life.
Withdraw funds efficiently
We’ll find the most tax-efficient ways for you to extract money from the business, so you can get more from your assets.
Prepare an exit strategy
When the time comes, we’ll help devise the best exit strategy for you and the business. We can also refer you to highly capable accountants and lawyers to help with the process.
Family wealth management
We can advise on effectively bringing family members into the business, as well as how best to use the company to support and manage your family’s overall wealth.
